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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,600 |
Service code 61 1250 S CAPITAL OF TEXAS HWY BLDG · WEST LAKE HILLS, TX 78746 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,330 | $85,635-50.6% | $123,894-65.8% | $63,975-33.8% |
| Participation rate | 36.7% | 74.9%-38.3pp | 81.4%-44.7pp | 71.1%-34.5pp |
| Annual return | 18.52% | 15.74%+2.8pp | 47.52%-29.0pp | 48.65%-30.1pp |
| Employer contribution / active EE | $8 | $3,076-99.7% | $4,617-99.8% | $2,182-99.6% |
| Participant deferral / active EE | $4,143 | $5,667-26.9% | $5,984-30.8% | $3,356+23.4% |
| Admin fee / account holder | $5 | $75-93.5% | $8,357-99.9% | $70-93.1% |